About The Position
The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients, referral sources, financial advisors, and internal support teams, and may often work independently with support from the broader organization. The position includes comprehensive training, mentoring from an experienced peer, and access to support spanning the branch, region, and home office. The BOA also contributes to annual business planning, identifies potential client needs, and supports marketing activities such as planning and executing events.
Requirements
- Analytical thinking.
- Attention to detail.
- Adaptability.
- Conversational skills.
- Digital tool utilization.
- Team collaboration.
- Ability to work independently at the direction of the financial advisor.
- Strong computer literacy and willingness to learn new technology and programs.
- Aptitude to learn and understand the financial services industry.
Responsibilities
- Provide exceptional client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Support client accounts, including account opening, account transfers, and other requests at the direction of the financial advisor.
- Process account transactions, prepare documentation, and maintain accurate client records.
- Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
- Help streamline processes by updating standard operating procedures and execute the branch business plan.
- Contribute to annual business planning and assist in developing strategies for the upcoming year.
- Listen for situations in clients' lives that may indicate a need for additional services.
- Plan and execute marketing activities and events.
Benefits
- Comprehensive training and mentoring from an experienced peer.
- Medical and prescription drug coverage for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
- Health Savings Account and Flexible Spending Account for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
- Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage, for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
- Well-being programs, such as the Employee Assistance Program, for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
- Retirement Plan for eligible part-time associates compensated for 1,000 hours of service during the plan year.
- Paid sick leave and paid time off where required by local law, based on hours worked and applicable law.
- Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
- Opportunity for merit-based salary increases as associates progress in the BOA role.
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What This Job Offers
Job Type
Part-time
Education Level
No Education Listed
